David
Mitchell
Centaurus Financial, Inc
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About this Advisor
David Mitchell is a certified financial planner and chartered financial consultant working in Nanticoke, Pennsylvania with 11 years of relevant experience. Mitchell is an advisor for Centaurus Financial, Inc. They have spent their whole career at Centaurus Financial, Inc. Mitchell has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in Alabama, Arizona, California, Colorado, Florida, Georgia, Indiana, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas and Virginia. Centaurus Financial, Inc is a financial advisory firm that has its headquarters in Anaheim, CA. It has offices in 174 locations and a total of 616 people on staff. It has $5 billion in total assets between its 32,255 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 32,255 client accounts, just 1% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. A financial advisor's fee schedules are based on which services the firm provides the client. However, fee types charged by Centaurus Financial, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
David Mitchell Work History
David has been registered as a financial advisor for 11 years.*
Centaurus Financial, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Mitchell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
